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Extraction Summary

2
People
5
Organizations
1
Locations
1
Events
1
Relationships
3
Quotes

Document Information

Type: Financial conference report page / committee exhibit
File Size:
Summary

This document is page 52 from a Bank of America Merrill Lynch report on its '2016 Future of Financials Conference'. It summarizes panel discussions on investment risks in tech-based lending and payments companies, featuring insights from panelists Jonathan Lear (Earthport) and Bruce Parker (Modopayments). The document, which carries the Bates number 'HOUSE_OVERSIGHT_014366', appears to be entirely focused on financial industry analysis and contains no information related to Jeffrey Epstein.

People (2)

Name Role Context
Jonathan Lear President - North America, Earthport
Spoke as a panelist on 'The Future of Payments' panel at the 2016 Future of Financials Conference.
Bruce Parker Founder of Modopayments
Spoke as a panelist on 'The Future of Payments' panel at the 2016 Future of Financials Conference.

Organizations (5)

Name Type Context
Bank of America Merrill Lynch
Host of the '2016 Future of Financials Conference' and publisher of the report.
Earthport
Company where panelist Jonathan Lear was President - North America.
Modopayments
Company founded by panelist Bruce Parker.
Fin Tech companies
The subject of discussion regarding investment risks and business strategies.
HOUSE_OVERSIGHT
The document is labeled with the Bates number 'HOUSE_OVERSIGHT_014366', suggesting it was part of materials submitted...

Timeline (1 events)

2016-11-17
The '2016 Future of Financials Conference' hosted by Bank of America Merrill Lynch, which included a panel discussion titled 'The Future of Payments: The Need for Speed'.
Not specified

Locations (1)

Location Context
Mentioned as the region of responsibility for panelist Jonathan Lear (President - North America, Earthport).

Relationships (1)

Jonathan Lear Co-panelists Bruce Parker
Both spoke on 'The Future of Payments' panel at the 2016 Future of Financials Conference.

Key Quotes (3)

"Panelists agreed that flexible funding models that utilized both balance sheet lending and distribution of loans were important for a tech based lender."
Source
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Quote #1
"Audience members identified the lack of a clear value proposition for new players relative to incumbents and concerns about Safety and Security as the largest risks to investing in new Fin Tech payments companies."
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Quote #2
"Panelists generally thought the best way for a new Fin Tech companies to succeed was by partnering with incumbents."
Source
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Quote #3

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